Client Services Administrator (Receptionist)

RHN CPA; Kelowna; On-site; CAD 48,000 - 57,000; Full time

Job summary

A local accounting firm in Kelowna is looking for an enthusiastic professional to handle client reception, document management, and administrative support. The ideal candidate will have 2–3 years of experience in a professional office environment, strong organizational skills, and a keen eye for detail. This role is full-time with an in-office arrangement, offering a competitive salary range of $48,000–$57,000 annually. Join a collaborative team dedicated to client service excellence while maintaining high document standards.

Qualifications

• 2–3 years of prior administrative experience in a professional office setting.
• Ability to work independently and as part of a team.
• Adaptability to new software.

Responsibilities

• Greet clients and create a welcoming environment.
• Review and prepare client documents, ensuring accuracy.
• Maintain organized filing systems for client files.
• Assist with setting up new clients and coordinating client meetings.
• Undertake administrative duties to ensure smooth office operations.

Skills

Attention to detail

Organizational skills

Interpersonal skills

Written communication skills

Verbal communication skills

Proficiency in Microsoft Office

Education

Post-secondary diploma or degree in a related field

Job description

Location: Kelowna, BC
Work Arrangement: In-office only (Remote not available)- Full time
Salary Range: $48,000–$57,000 annually

Join Our Team!

RHN CPA is seeking an enthusiastic, confident, and detail-oriented professional to take on a role that combines client-facing reception duties with meticulous document management and administrative support. If you thrive in an organized environment, have an eye for detail, and enjoy interacting with clients while ensuring impeccable document standards, this position is for you.

Key Responsibilities

Reception & Client Services:

• Greet clients and create a welcoming environment.
• Answer and direct phone calls incoming calls
• Accept and log packages.
• Assist with setting up new clients and coordinating client meetings.
• Support maintenance of staff facilities.

Document Management & Production:

• Review and prepare client documents, ensuring accuracy and adherence to formatting standards.
• Produce electronic and hardcopy packages for clients and governmental bodies.
• Archive documents in the electronic document management system.
• Maintain organized filing systems for client files.
• Scan, track, and finalize documents promptly.
• Ensure accurate and timely transfer of files to internal and external stakeholders.
• Electronically file forms with CRA and other agencies as needed.
• Participate in creating and revising documentation procedures.

Administrative Support:

• Maintain online tracking systems, file room, and supplies.
• Undertake administrative duties to ensure smooth office operations.

What We’re Looking For

• 2–3 years of prior administrative experience in a professional office setting.
• Exceptional attention to detail, spelling, and proofreading skills.
• Strong organizational and interpersonal skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office and adaptability to new software.
• Ability to work independently and as part of a team.
• Post-secondary diploma or degree in a related field (preferred).
• Ability to adhere to established policies and procedures.

Why Join RHN CPA?

You’ll be part of a collaborative team that values professionalism, accuracy, and client service excellence. This role offers variety, combining client interaction with behind-the-scenes document precision.